Customer Engagement
Keep all customer conversations in one place. Manage WhatsApp, calls, messages, and follow-ups easily without switching between apps.
Learn more
CRM FOR DENTAL CLINIC
Dental clinic CRM with appointment scheduling, patient reminders, and treatment tracking. Built with Cleomitra
Keep bookings, billing, and marketing in one CRM. Cleomitra helps front-desk teams stay coordinated while owners get real-time insights into patients.
One CRM Platform for Dental Clinic Teams, Operations, and Customer Engagement
Operations & Admin
Simplify internal work with better team management. Track tasks, manage staff activity, and keep operations organized and transparent.
Learn more
Marketing
Run both B2B and B2C marketing campaigns from one system. Reach customers and partners through WhatsApp, SMS, email, and social media.
Learn more
Communication
Send messages, schedule follow-ups, and run campaigns without missing any customer. Stay connected at every step of the customer journey.
Learn more
Everything You Need to Manage Your Dental Clinic in One CRM
PLATFORM
Send automated reminders, confirmations, and marketing messages directly to your clients' favorite app to boost engagement.
Seamlessly connect your Instagram DMs to your booking system, turning inquiries into confirmed appointments instantly.
Calls
Make and receive high-quality business calls with integrated client history, ensuring you always have the full context.
Keep your clients informed with professional email campaigns, newsletters, and automated transactional updates.
Scheduling
Simplify your calendar with drag-and-drop booking, team management, and real-time availability sync.
Billing
Generate professional invoices, track payment status, and streamline your financial operations effortlessly.
Dashboard
Visualize your business health with real-time metrics on revenue, bookings, and customer retention.
TOOLS
Campaigns
Create and launch targeted marketing campaigns to re-engage dormant clients and attract new ones.
Contacts & Follow-ups
Organize client details and automate follow-up tasks to ensure no lead ever falls through the cracks.
Offers & Coupons
Drive sales and reward loyalty with customizable discount codes, seasonal offers, and gift cards.
Reports & Analytics
Gain deep insights into staff performance, service popularity, and overall financial trends.
Integrations
Connect with your favorite tools and payment gateways to create a unified and efficient workflow.
Roles & Permissions
Secure your data by assigning specific access levels and permissions to different staff members.
Notifications
Stay on top of your business with instant alerts for new bookings, cancellations, and payments.
Why Dental Clinics Need a CRM
Dental treatments often span multiple visits — consultations, X-rays, procedures, and follow-ups — but most dental clinics manage these through paper registers and phone calls. Patients forget appointments, treatment plans get misplaced, and post-procedure follow-ups never happen.
Cleomitra's dental clinic CRM tracks every treatment plan from consultation to completion. Automated WhatsApp reminders keep patients on schedule, multi-visit billing stays organised, and post-procedure follow-ups are sent automatically — improving patient satisfaction and treatment adherence.
A Dental Clinic CRM helps you:
- Appointment reminders via WhatsApp and SMS
- Multi-visit treatment plan tracking
- Integrated dental billing and invoicing
- Post-procedure follow-up automation
- Patient history and treatment records
Benefits of Dental Clinic CRM
Better Appointment Management
Avoid double bookings and manage patients schedules easily with automated reminders.
Improved Patients Retention
Send automated reminders, offers, and follow-ups to keep patients engaged and coming back.
Centralized Customer Data
Store complete patients profiles including service history, preferences, and communication logs.
Marketing Automation
Promote packages, events, and seasonal offers through automated WhatsApp and email campaigns.
Business Insights
Track bookings, revenue, and patients engagement with real-time analytics and reports.
AI-Powered Automation
Let AI handle repetitive tasks — auto-replies, follow-ups, and smart reminders — so your team can focus on service.
Who Can Use Cleomitra Dental Clinic CRM?
Cleomitra is designed for any dental clinic business that wants to automate operations, retain patients, and grow faster.
- Patients forgetting appointments and not showing up
- businesses dealing with manual — treatment plan and billing tracking
- No follow-up system after procedures
- businesses dealing with difficulty — managing multi-visit treatment plans
- No WhatsApp communication with patients
Why Cleomitra
Challenges Faced by Dental Clinics
Here's what most dental clinics struggle with — and how Cleomitra solves each one.
Common Challenges
- Patients forgetting appointments and not showing up
- Manual treatment plan and billing tracking
- No follow-up system after procedures
- Difficulty managing multi-visit treatment plans
- No WhatsApp communication with patients
How Cleomitra Helps
- Appointment reminders via WhatsApp and SMS
- Multi-visit treatment plan tracking
- Integrated dental billing and invoicing
- Post-procedure follow-up automation
- Patient history and treatment records
Frequently Asked Questions about Dental Clinic CRM
Cleomitra is a leading CRM for dental clinics, offering patient appointment reminders, multi-visit treatment plan tracking, integrated billing, post-procedure follow-ups, and patient history management — all in one platform.
Cleomitra tracks each stage of a dental treatment plan, from initial consultation to final procedure. It manages billing milestones, sends reminders for upcoming sessions, and maintains a complete record of all procedures.
Yes. Cleomitra sends automated WhatsApp appointment reminders, post-procedure follow-up messages, and re-engagement reminders for patients who haven't visited in 6+ months.
Yes. Cleomitra handles dental billing including multi-session payments, partial payments, and invoice generation — giving patients a professional experience and giving you clear financial records.
Cleomitra plans start at ₹999/month for WhatsApp automation and a shared inbox (Engage Starter, up to 5,000 customers a month), with Engage Growth and Engage Pro at ₹1,499–₹2,499/month adding CRM, unlimited automation, reports and extra channels. Service OS plans add appointments, billing and inventory, starting at ₹2,799/month. Custom plans are available for multi-chair or multi-clinic setups.
Integration
All Your Business Tools,
Perfectly Connected
Cleomitra integrates with the platforms you already use — messaging, calling, and email — to keep every interaction unified in one connected omni-channel system.
Smooth-running Integrations
Your favorite tools, working together
Integrations
Why Choose Cleomitra CRM?
After using our client management software, our customers agree:
Higher customer return rate
80%80%
Increase in lead-to-sales conversion
90%90%
Faster customer engagement
75%75%